Institutions / Zeno Equity Partners LLP
Zeno Equity Partners LLP
CIK 2013334 · Institution · as of Dec 31, 2025
Portfolio value
$241.15M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Linde PLC | $57.62M | 23.9% |
| Danaher Corp /De | $51.20M | 21.2% |
| Somnigroup International Inc | $23.89M | 9.9% |
| Waldencast Cl a Ord | $23.03M | 9.6% |
| Amazon.com Inc | $22.09M | 9.2% |
| Heico Corp | $21.76M | 9.0% |
| Texas Instruments Inc | $15.91M | 6.6% |
| Visa Inc | $12.43M | 5.2% |
| Patria Investments Cl a Ord | $9.39M | 3.9% |
| Amphenol Corp /De | $3.67M | 1.5% |
| Waldencast Eqy Warrant | $177.9K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.